A complete suite for P&C insurance with policy administration, billing, claims management and digital engagement functionalities, designed to improve the customer experience.
Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
More Mobile Sales Enablement Tools
More Distribution and Agency Management ...
|
Multi-device support Supports smartphones, tablets, and possibly specialized hardware. |
Guidewire InsuranceSuite offers web and app modules compatible with desktops, tablets, and smartphones. Multi-device support is promoted in Guidewire's product literature. | |
|
Offline functionality Ability to access and use core features without an active internet connection. |
Not as far as we are aware.* Core functions require connectivity as the suite leverages integration with back-end services; offline functionality is not standard. | |
|
Multilingual interface Provides an interface in multiple languages to support diverse agent populations. |
Guidewire UI supports multiple languages to facilitate global deployments—see Guidewire product documentation. | |
|
Configurable dashboards Allows users to customize their landing dashboards for relevant insights. |
Configurable dashboards are available and are a highlighted feature for both agents and managers. | |
|
Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.). |
No information available | |
|
Real-time interface responsiveness Measures how quickly the user interface updates based on user input. |
No information available | |
|
Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks. |
Push notifications for policy updates, renewals, and billing are included in the digital engagement part of the suite. | |
|
Guided onboarding Step-by-step guidance for new users to become proficient quickly. |
Guidewire Digital offers guided onboarding workflows for new users/agents. | |
|
Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.). |
Role-based UI customization is available to differentiate agent, supervisor, and admin experiences. | |
|
Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access. |
No information available | |
|
Dark mode Option for a user interface that reduces eye strain in low-light conditions. |
No information available |
|
Instant quote generation Ability to produce quotes in real time based on inputted customer data. |
The suite includes instant quote generation as a core workflow for agents and customers. | |
|
Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules. |
Guidewire provides a configurable underwriting rules engine. | |
|
Policy binding from the field Agents can bind policies without waiting for office approval. |
Policy binding in the field is possible for agents via the digital engagement platform. | |
|
E-signature capture Enables clients to sign applications and documents digitally. |
The digital platform and core modules support e-signature integration. | |
|
Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files. |
Supports uploading documents (including photos and PDFs) from various devices. | |
|
Pre-filled forms Auto-populates customer or policy data to minimize manual entry. |
Pre-filled forms are available using data from the CRM/policy data. | |
|
Real-time premium calculation Calculates policy premiums instantly as user changes options or values. |
Premiums are calculated in real time as agents or customers adjust values/options. | |
|
Quote-to-bind turnaround time Average duration from quote initiation to policy binding. |
No information available | |
|
Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot. |
Policies can be generated and downloaded as PDFs immediately on issuance. | |
|
Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options. |
Guidewire has an integrated product catalog that syncs with available product/coverage options. | |
|
Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.). |
Risk assessment integrates with third-party data sources for address validation, credit risk, etc. |
|
Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface. |
Contact management including creating, editing, viewing agent/customer profiles is standard in the suite. | |
|
360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view. |
Comprehensive 360-degree client view is available—shows policies, claims, and customer touchpoints. | |
|
Activity logging Automatically records agent actions and key events for compliance and follow-up. |
Activity logging is provided for compliance and internal process tracking. | |
|
Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers. |
Notes and task management included for agent workflow productivity. | |
|
Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure. |
Lead management workflow is included in the CRM aspects of the platform. | |
|
Duplicate record detection Alerts users to potential duplicate customer entries. |
Duplicate record detection is provided to help maintain data quality. | |
|
Client communication history Stores email, SMS, and call history related to each customer. |
Tracks client communication history (calls, emails, SMS) as part of CRM capabilities. | |
|
Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system. |
Bi-directional sync with master CRM (Guidewire supports integration with enterprise CRMs). | |
|
Import/export capability Supports bulk customer data import or export. |
Allows for import/export of customer policy data as part of standard data management tools. |
|
Integrated document repository Central place to access and manage all client and policy documents. |
Document repository is integrated for client, policy, and claim documents. | |
|
Document versioning Tracks and manages different versions of files uploaded or edited. |
No information available | |
|
Searchable document database Ability to search and filter documents using keywords and metadata. |
Documents are searchable via keywords/metadata in the core suite. | |
|
Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device. |
Secure sharing of documents with internal and external parties (clients, underwriters, service providers) is supported. | |
|
Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests. |
No information available | |
|
Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents. |
KYC/AML compliance checks are part of the customer onboarding and document processing workflows. | |
|
Document scanning via camera Translates photos or scans of documents into digital records. |
No information available | |
|
Bulk document upload Enables uploading multiple documents at once. |
No information available | |
|
Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal. |
No information available |
|
Mobile payment gateway integration Accepts payments via major payment providers and cards. |
Guidewire supports mobile and web payment gateway integrations. | |
|
Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges. |
Premium calculation and breakdowns (including taxes/surcharges) are displayed in user journeys. | |
|
Instalment plan support Allows splitting premium payments into scheduled instalments. |
Installment payment support is available for premium collections. | |
|
E-receipt issuance Provides electronic payment receipts immediately after transaction. |
Electronic receipts are issued immediately after payment transactions. | |
|
Automatic payment reminders Notifies clients and agents about upcoming payment deadlines. |
Automatic reminders for upcoming payments and renewals are configurable in the suite. | |
|
Payment status monitoring Real-time update on the payment success, failure, or pending status. |
Agents/clients can monitor payment statuses for all processed payments in real time. | |
|
Refund processing Supports initiation of premium refunds from the mobile app. |
Supports initiation of premium refunds within the billing module. | |
|
Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing. |
Payment functionality is PCI-DSS compliant as guided by payment integration partners and enterprise security requirements. | |
|
Transaction speed Average time for payment transaction to complete. |
No information available |
|
Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports. |
Custom sales reporting (ad hoc and scheduled) is provided for agents, supervisors, and admins. | |
|
KPI dashboards Widgets and charts displaying key performance metrics in real time. |
KPI dashboards are standard for performance management. | |
|
Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates. |
Conversion metrics (lead-to-quote, quote-to-policy) are part of analytics reporting. | |
|
Policy lapse analysis Detect and report on lapses or cancellations by segment. |
Ability to report on policy lapses/cancellations by various segments. | |
|
Product mix analysis Breakdown of sales by product, coverage type, or demographic. |
Breakdowns by product, coverage, demographic, etc. available for analytics. | |
|
Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets. |
Goal tracking at individual and team level, with notifications for progress/achievements/alerts. | |
|
Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes. |
Tracks/reports agent activities and corresponding outcomes. | |
|
Export to Excel/CSV/PDF Enables reports and analytics data to be exported. |
Exporting analytics and report data to formats like Excel/PDF is supported. | |
|
Real-time data refresh rate Frequency with which data on the dashboard is updated. |
No information available |
|
APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms. |
Comprehensive APIs for integration with claims, policy admin, CRM, and billing provided. | |
|
Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs. |
Connects with third-party data for payments, risk, and government entities as needed. | |
|
Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML. |
Supports SSO options such as SAML/OAuth for enterprise clients. | |
|
Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.). |
Web and native apps for Windows, iOS, Android provided. | |
|
Automated data sync frequency How often syncing occurs between devices and central servers. |
No information available | |
|
Webhooks Supports triggering workflows or alerts based on app events. |
No information available | |
|
Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality. |
Marketplace/partner modules available for extension—see Guidewire Marketplace. |
|
Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data. |
Data is encrypted in transit and at rest according to enterprise security policy. | |
|
Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.). |
Role-based access control is granular and configurable across the core suite. | |
|
Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions. |
Supports regulatory requirements such as GDPR and HIPAA where needed. | |
|
Audit logs Maintains comprehensive and non-editable logs of all critical actions. |
Audit logs are non-editable and comprehensive for compliance. | |
|
Device/app remote wipe Allows wholesale data wipe from lost/stolen devices. |
No information available | |
|
Two-factor/multi-factor authentication Requires extra authentication steps for higher security. |
Multi-factor authentication available as part of security enhancements. | |
|
Session timeout Automatic logout after a defined period of inactivity. |
Automatic session timeout/logout after inactivity is standard. | |
|
Incident response and alerting Automatic alerts and escalation for detected security incidents. |
No information available | |
|
Data retention controls Configurable data retention periods based on policy or regulation. |
No information available |
|
In-app messaging/chat Enables communication between agents, supervisors, and back office. |
No information available | |
|
Team calendar integration Shares calendars and schedules across agents and teams. |
Integrates with group calendars such as Microsoft Exchange and Google Calendar for team synchronization. | |
|
Task delegation & monitoring Supervisors can assign and track completion of tasks. |
Managers/supervisors can delegate and monitor agent tasks. | |
|
Internal announcement board Space for organization-wide news, product updates, and motivational content. |
No information available | |
|
Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app. |
No information available | |
|
Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office. |
No information available | |
|
Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients. |
No information available | |
|
Performance leaderboard Shows real-time performance rankings among agents. |
No information available |
|
In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides. |
Comprehensive in-app help with knowledge base and FAQs available. | |
|
Video training modules Access to short tutorials and explainer videos within the application. |
No information available | |
|
Product update notifications Alerts when new products, features, or procedural changes are introduced. |
Notifications for product and procedural updates are provided within the application. | |
|
Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements. |
Certification/license tracking available for agent management. | |
|
Live chat support Enables real-time help through chat with support or mentors. |
No information available | |
|
Self-assessment quizzes Tests agent knowledge of products and compliance topics. |
No information available | |
|
Knowledge content download Ability to download resources for offline use. |
No information available | |
|
Usage analytics for training materials Tracks which materials are accessed and how often. |
No information available |
|
Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates. |
Guidewire InsuranceSuite is available as a SaaS cloud deployment. | |
|
App store distribution Can be published or privately distributed via major app stores (Apple, Google). |
Public/private app store deployment is supported for digital/mobile modules. | |
|
Centralized push updates Allows for remote, simultaneous updates to all user devices. |
Platform supports centralized push updates for all connected user devices. | |
|
Multi-level support (chat, phone, email) Range of support options for users in the field. |
Support for chat/email/phone across all product modules as part of customer support. | |
|
Self-service troubleshooting tools Wizard-driven diagnostics for common issues. |
Self-service troubleshooting guides and tools provided for common issues. | |
|
Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready. |
No information available | |
|
Usage reporting to IT/admins Accessible reporting on user adoption and health status. |
Usage reporting tools for IT/admins are integrated into platform analytics. | |
|
Device compatibility matrix List of supported operating systems and device models. |
Device compatibility matrix and documentation are available for the suite. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.